Quasi-DGI Portfolio Vs. S&P 500 – Part 4

ByDG Ruralist:

Purpose

This is a real-time comparison between a small stock portfolio (mostly based on dividend-growth investing, or DGI) and an S&P 500 index fund. The purpose is to: compare 1-year results on the basis of total return and incom…

Double Top in the NYSE with Margin Debt at Sky High Levels?

Jun 01, 2013 Chris Kimble  The NYSE made an important high five years ago this month and then proceeded to waterfall in price. Now the rally in the NYSE has it back to that important high, in the same month, five years later. At the same time several key emotional highs and lows over the past few years have formed resistance lines that m…

Sprott – A Mega-Panic Is Coming & Here Is The Reason Why

Today billionaire Eric Sprott told King World News the reason why a massive panic is coming and what investors can do to protect themselves. Sprott also spoke about the non-stop financial chaos central planners are faced with “24/7.” This is the second of three written interviews with Sprott that will be released today. Below is what Sprott, w…

The Product that Never saw the Light of Day, Part 3

Maybe I should call this article “the product that saw the light of day, after a long sleep.”  Barron’s had an article last week, “Top 50 Annuities.”  Guess what? Almost all of the annuities they featured were stripped down and low cost.  That’s the way things should be.  If you have time and interest, read […]

A Letter to Warren, Part 2

You might recall my letter to Warren Buffett, and his response to me.  A number of my readers made some very nice offers to help me on this project.  Many thanks to you all, but I found a way to shrink the size of the project.  Look at this table:   NAIC # Assets Liabs […]

Dynamic Asset Allocation for Practitioners Part 1: The Many Faces of Momentum

Jun 01, 2013 Adam Butler, Mike Philbrick, Rodrigo Gordillo  A (Very) Short History of Dynamic Asset AllocationThe field of tactical or dynamic asset allocation has grown dramatically since Mebane Faber published what is perhaps the first broadly accessible paper on the topic in 2007, ’A Quantitative Approach to Tactical Asset Alloca…

‘Virtual’ Currencies Draw State Scrutiny

State banking regulators are scrutinizing companies that let people buy and sell virtual currencies such as bitcoin, and some are looking at requiring costly licenses.

Tea Party Groups–And Others–Can Beat IRS By Self-Declaring Tax Exemption

To be recognized as tax-exempt, you ask the IRS, right? Many Tea Party groups—and perhaps pro-Israel groups too—were singled them out for extra scrutiny. The whole scandal would never have happened if there wasn’t an IRS application process. You apply, face the IRS gauntlet, and hope for the best.

The Most Important (and Widely Ignored) Economic Number by Russ Koesterich of iShares Blog

While economic numbers like GDP or the monthly non-farm payroll report typically garner the headlines, Russ explains why investors should pay more attention to and may want to alter their assumptions based on — the Chicago Fed National Activity Index (CFNAI).For more information about Advisor Perspectives services, click on the advertisement below:

ProVise Bullets by Ray Ferrara of ProVise Management Group

As we approach 2014 and ObamaCare starts to kick in, many people are thinking that the healthcare issues in our country will be solved in short order. Only time will tell what the impact of ObamaCare will be. In spite of the Republican Party’s continued talk about repealing the law, in the unlikely event repeal were to occur, the aspects of …

Terrorism For Dummies

From the creator of the ‘bears’ that explained QE, this brief, but all too-uncomfortable animated clip, summarizes the reality of fear in the US and Terrorism for Dummies…
 

Will Sallie-Mae’s Break-Up End The Cov-Lite Cravings?

Over the past few months we have explained in detail just how ‘frothy’ the credit market has become. Probably the most egregious example of this exuberance is the resurgence in covenant-lite loans to record levels. It seems lenders are so desperate to get some yield that they are willing to give up any and all protections just to be ‘allowed’ to inve…

The Fed’s Challenge: Avoid Bull’s Horns

Heard on the Street: The Fed has a problem brewing: The economy could still use stimulus. But its ultra-low rates have investors taking risks that pose a threat to the economy.

ETP Trend Alert: Investors Selecting Cyclical Sectors

By Dodd Kittsley, CFA,  Head of Global ETP Market Trends Research Whiplash: It’s one of the occupational hazards of my job. As a team that’s tasked with analyzing exchange traded product (ETP) flows, my colleagues and I spend a lot of time sorting through data in an effort to identify investment trends. But, as you can probably imagine, sometim…

The Kids Are (Not) Alright

While the U.S. student loan debt “crisis” might be the primary concern associated with the youth population here, this morning’s dreadful European data confirms that 15-24 year olds around the world are struggling with a more widespread and pressing issue: high unemployment. In 2012, the youth unemployment rate was 12.4%, projected to grow to 12….

Goldman Sachs, Former Trader Fined

CME fined Goldman Sachs and Glenn Hadden, a former partner and top trader at the securities firm, over Treasury futures trades he executed more than four years ago.